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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,993 | $92,743+14.3% | $82,744+28.1% | $134,532-21.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.68% | 946.63%-968.3pp | 702.22%-723.9pp | 418.27%-439.9pp |
| Employer contribution / active EE | $6,050 | $3,273+84.9% | $3,008+101.1% | $4,741+27.6% |
| Participant deferral / active EE | $3,762 | $4,802-21.7% | $4,395-14.4% | $6,401-41.2% |
| Admin fee / account holder | $1,288 | $5,977-78.5% | $5,325-75.8% | $11,429-88.7% |